Civic Intelligence

Methodist Health System Foundation Inc.

990 • Fiscal year 2021 • EIN 72-1003934

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

Organization ProfileWWW.MHSFI.ORG
360 Oak Harbor BlvdSlidell, LA 70458

(985) 726-9333

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$89,482,931

Flat from 2021

Net Assets

Flat

$88,794,755

Flat from 2021

Liabilities

Flat

$688,176

Flat from 2021

Revenue And Expenses

Revenue

Flat

$5,846,943

Flat from 2021

Expenses

Flat

$4,842,019

Flat from 2021

Net Income

Flat

$1,004,924

Flat from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $73,355,080Liabilities 2010: $4,831,919Net Assets 2010: $68,523,1612010Assets 2011: $82,140,403Liabilities 2011: $2,797,193Net Assets 2011: $79,343,2102011Assets 2012: $73,722,781Liabilities 2012: $1,977,440Net Assets 2012: $71,745,3412012Assets 2013: $75,752,722Liabilities 2013: $1,344,694Net Assets 2013: $74,408,0282013Assets 2014: $80,883,562Liabilities 2014: $850,205Net Assets 2014: $80,033,3572014Assets 2015: $75,437,545Liabilities 2015: $715,785Net Assets 2015: $74,721,7602015Assets 2016: $72,616,098Liabilities 2016: $945,308Net Assets 2016: $71,670,7902016Assets 2017: $75,835,457Liabilities 2017: $724,109Net Assets 2017: $75,111,3482017Assets 2018: $75,626,941Liabilities 2018: $477,033Net Assets 2018: $75,149,9082018Assets 2019: $75,467,752Liabilities 2019: $773,258Net Assets 2019: $74,694,4942019Assets 2020: $71,781,797Liabilities 2020: $972,398Net Assets 2020: $70,809,3992020Assets 2021: $89,482,931Liabilities 2021: $688,176Net Assets 2021: $88,794,7552021Assets 2021: $89,482,931Liabilities 2021: $688,176Net Assets 2021: $88,794,7552021Assets 2022: $70,298,076Liabilities 2022: $819,859Net Assets 2022: $69,478,2172022Assets 2023: $70,912,948Liabilities 2023: $996,848Net Assets 2023: $69,916,1002023Assets 2024: $73,796,582Liabilities 2024: $751,259Net Assets 2024: $73,045,3232024Assets 2025: $73,962,700Liabilities 2025: $682,087Net Assets 2025: $73,280,6132025

Highlighted filing

2021

Assets$89,482,931
Liabilities$688,176
Net Assets$88,794,755
Open 2021 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $5,000,0802010Expenses 2011: $4,911,1052011Expenses 2012: $5,222,3682012Expenses 2013: $4,340,1232013Revenue 2014: $3,803,541Expenses 2014: $4,634,361Net Income 2014: -$830,8202014Revenue 2015: $5,158,378Expenses 2015: $4,927,881Net Income 2015: $230,4972015Revenue 2016: $2,031,402Expenses 2016: $4,676,623Net Income 2016: -$2,645,2212016Revenue 2017: $4,917,493Expenses 2017: $4,356,756Net Income 2017: $560,7372017Revenue 2018: $7,894,485Expenses 2018: $4,542,694Net Income 2018: $3,351,7912018Revenue 2019: $2,786,537Expenses 2019: $4,750,134Net Income 2019: -$1,963,5972019Revenue 2020: $1,816,756Expenses 2020: $4,879,972Net Income 2020: -$3,063,2162020Revenue 2021: $5,846,943Expenses 2021: $4,842,019Net Income 2021: $1,004,9242021Revenue 2021: $5,846,943Expenses 2021: $4,842,019Net Income 2021: $1,004,9242021Revenue 2022: $5,875,797Expenses 2022: $4,766,318Net Income 2022: $1,109,4792022Revenue 2023: $2,329,849Expenses 2023: $5,359,082Net Income 2023: -$3,029,2332023Revenue 2024: $4,377,651Expenses 2024: $5,346,770Net Income 2024: -$969,1192024Revenue 2025: $3,813,358Expenses 2025: $5,276,136Net Income 2025: -$1,462,7782025

Highlighted filing

2021

Revenue$5,846,943
Expenses$4,842,019
Net Income$1,004,924
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$42,362,618
Mission and Program Overview

Mission

To focus on the support, development, and management of health-related programs and services for the new orleans metro area.

The foundation is dedicated to the support, development, and management of [cont'd on sch. O] health-related programs and services for the benefit of the citizens of east new orleans and beyond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$66,666,861$84,236,093▲ $17,569,232
Land, Buildings, and Equipment, Net$3,692,525$3,650,079▼ $42,446
Cash and Non-Interest-Bearing Accounts$609,576$607,636▼ $1,940
Prepaid Expenses and Deferred Charges$55,295$193,217▲ $137,922
Accounts Receivable$38,687$79,225▲ $40,538
Total Assets$71,781,797$89,482,931▲ $17,701,134
Other Assets Total$718,853$716,681▼ $2,172
Liabilities
Unsecured Notes Loans Payable$352,300$0▼ $352,300
Grants Payable$296,000$328,000▲ $32,000
Other Liabilities$266,566$308,648▲ $42,082
Accounts Payable and Accrued Expenses$57,532$51,528▼ $6,004
Total Liabilities$972,398$688,176▼ $284,222
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$70,591,149$88,576,145▲ $17,984,996
Net Assets With Donor Restrictions$218,250$218,610▲ $360
Total Net Assets Fund Balance$70,809,399$88,794,755▲ $17,985,356
Total Liabilities and Net Assets / Fund Balance$71,781,797$89,482,931▲ $17,701,134

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,553,029$762,740$2,315,769
Land$2,016,490-$2,016,490
Other Land Buildings$68,398$340,584$408,982
Equipment$12,162$19,289$31,451
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy M BeronPresidentFT$412,422$19,512$431,934
Paul PageVP - FinanceFT$206,933$32,869$239,802
Ann Clayton ChamberlainVP - Program ManagementFT$143,229$10,484$153,713
Glenda LondonNurse PractionerFT$114,213$23,262$137,475
Heather SurcoufDirector of Health CentersFT$101,607$28,047$129,654
Patrick E MottramChairman-$45,704-$45,704

Board Members and Trustees

NameTitle
Patrick M GibbsPast Chairman
Donald E PateVice-chairman
Brandon TnelsonBoard Member
Frederick C YoungBoard Member
Joseph a LabatBoard Member
Larry D WinkBoard Member
Mary B GiraudBoard Member
Paula R SingletonBoard Member
Natalie B CohenAt Large
Cameron B BarrSecretary
Judy S DawsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$647,090
Program Service Revenue
$320,652
Investment Income
$4,877,109
Other Revenue
$2,092
All Other Contributions
$10,067
Change in Net Assets
$1,004,924

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,548,342
Revenue Not Reported on Financial Statements
$298,601
Revenue Not Reported on Form 990
$16,989,314
Total Revenue per Audited Statements
$22,537,656
Total Revenue per Form 990
$5,846,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,225,466
Other Expenses$1,366,408
Grants and Similar Amounts Paid$1,250,145
Total Fundraising Expense$5,227
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,250,145--$1,250,145
Other Salaries and Wages$892,729$265,705-$1,158,434
Current Officers, Directors, Trustees, and Key Employees$730,053$137,178$4,392$871,623
Insurance$382,615$40,310$236$423,161
Fees for Service Investment Mgmnt Fees$74,650$223,951-$298,601
Occupancy$132,668$1,958-$134,626
Fees for Services Other$114,642$15,219$163$130,024
Payroll Taxes$97,763$24,395$261$122,419
Office Expenses$79,394$25,188$64$104,646
Depreciation Depletion$92,704--$92,704
Pension Plan Contributions$69,468$3,522-$72,990
Fees for Services Accounting$37,800$4,200-$42,000
Travel$16,733$1,841-$18,574
Advertising$494$5,584-$6,078
Other Expenses$2,735$1,264$111$3,999
Fees for Services Legal-$1,000-$1,000
Total Functional Expenses$4,075,099$761,693$5,227$4,842,019

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,842,019
Expenses per Audited Statements$4,543,418
Total Expenses per Audited Statements$4,543,418
Expenses Not Reported on Financial Statements$298,601
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Covenant House New OrleansNew Orleans, LA501(c)(3)TO ASSIST THE ORGANIZATION'S RIGHTS OF PASSAGE PROGRAM: A UNIVERSITY FOR STREET KIDS PROGRAM$175,180
Second Harvest Food Bank Greater New Orleans and AcadianaNew Orleans, LA501(c)(3)To Assist the Organization With Their Therapeutic Food Pantry.$145,480
Communities in Schools of Greater New OrleansNew Orleans, LA501(c)(3)To Assist the Organization With Supporting At-risk Students With Case Management Services.$120,000
GREATER NEW ORLEANS IMMUNIZATION NETWORK (CO CHILDREN'S HOSPITAL INC)New Orleans, LA501(c)(3)For General Operating Support$100,000
Ozanam InnNew Orleans, LA501(c)(3)For General Operating Support$100,000
Ochsner Clinic FoundationNew Orleans, LA501(c)(3)For General Operating Support$98,600
Son of a SaintNew Orleans, LA501(c)(3)691 - 10/18/21 02:38PM WORKSHEET SCHEDULE I$82,185
LUKE'S HOUSENew Orleans, LA501(c)(3)For General Operating Support$60,300
Bastion Community of ResilenceNew Orleans, LA501(c)(3)For General Operating Support$60,000
Giving Hope IncNew Orleans, LA501(c)(3)TO ASSIST THE ORGANIZATION'S HOT MEALS FOOD DISTRIBUTION PROGRAM.$53,540
New Orleans Family Justice AllianceNew Orleans, LA501(c)(3)To Assist the Organization With Its Hope Community Health Center.$50,000
New Orleans Police and Justice Foundation IncMetairie, LA501(c)(3)To Assist With the Funding of the Real Time Crime Center in New Orleans East.$50,000
Youth Empowerment ProjectNew Orleans, LA501(c)(3)TO ASSIST WITH THE ORGANIZATION'S CAMP MARIPOSA.$45,100
University of New Orleans FoundationNew Orleans, LA501(c)(3)For General Operating Support$30,000
Health & Education Alliance of LousisianaNew Orleans, LA501(c)(3)TO ASSIST WITH THE ORGANIZATION'S COORDINATED CARE FOR THE WHOLE CHILD PROGRAM.$13,000
Bayou District FoundationNew Orleans, LA501(c)(3)For General Operating Support$5,000
LOUISIANA CENTER FOR CHILDREN'S RIGHTSNew Orleans, LA501(c)(3)To Assist the Organization in With Its Juvenile Public Defenders Program.$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll and Related Liabilities$308,648
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the organization's form 990 was presented at a quarterly board of director's meeting. During the meeting, the tax return was reviewed and discussed for accuracy and completeness and approved by the board.”

Form 990, Part VI, Section B, Line 12C

“The organization requires board members to complete annual questionnaires regarding potential conflicts of interest. Additionally, a review is conducted before issuing payment to new vendors.”

Form 990, Part VI, Section B, Line 15

“The organization relies on comparable data from outside firm salary surveys to determine the amount of compensation, and documentation is maintained regarding the detemination of these amounts. The final decision regarding the amount of compensation is subject to the approval by independent members of the executive committee.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Methodist Health System Foundation Inc
EIN
72-1003934
Phone
9857269333
Address
360 OAK HARBOR BLVD, SLIDELL, LA 70458

Signing Officer

Name
Winifred M Beron
Title
President
Phone
9857269333
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Winifred M Beron
Formed
1984
Legal Domicile
La
Voting Board Members
12
Independent Board Members
11
Employees
23
Volunteers
11

Preparer

Firm
Laporte Apac
Address
5100 VILLAGE WALK SUITE 300, COVINGTON, LA 70433
Preparer
John S Wiles CPA
Phone
9858925850
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of life insurance policies -4,032.”

PART XII, LINE 2C:

“The process has not changed from the prior year.”

FORM 990, PART IV, LINE 20:

“Methodist health system foundation, inc. Is defined as a hospital for schedule a (form 990) by section 170(b)(1)(a)(iii), however is not a hospital for the purposes of schedule h. For purposes of schedule h (form 990), a hospital is a facility that is, or is required to be, licensed, registered, or similarly recognized by a state as a hospital. The organization is not a hospital for the purposes of schedule h.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america provide accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. The foundation believes that it has appropriate support for any tax positions taken, and management has determined that there are no uncertain tax positions that are material to the financial statements. Penalties and interest assessed by income taxing authorities, if any, would be included in income tax expense.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of life insurance policies -4,032. Net assets releases from restriction 8,882.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13206933
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14143229
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15114213
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16101607
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP - PROGRAM MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15NURSE PRACTIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF HEALTH CENTERS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03258247
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0637023
IRS990/GrantsPayableGrp/BOYAmt0296000
IRS990/GrantsPayableGrp/EOYAmt0328000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01250145
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01250145
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039773922
IRS990/GrossReceiptsAmt042362618
IRS990/GrossRentsGrp/RealAmt02000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0236
IRS990/InsuranceGrp/ManagementAndGeneralAmt040310
IRS990/InsuranceGrp/ProgramServicesAmt0382615
IRS990/InsuranceGrp/TotalAmt0423161
IRS990/InvestmentIncomeGrp/ExclusionAmt01618862
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01618862
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt066666861
IRS990/InvestmentsPubTradedSecGrp/EOYAmt084236093
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01122613
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03692525
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03650079
IRS990/LandBldgEquipCostOrOtherBssAmt04772692
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt036515675
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOCUS ON THE SUPPORT, DEVELOPMENT, AND MANAGEMENT OF HEALTH-RELATED PROGRAMS AND SERVICES FOR THE NEW ORLEANS METRO AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt070809399
IRS990/NetAssetsOrFundBalancesEOYAmt088794755
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03258247
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03258247
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016984464
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt070591149
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt088576145
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01958
IRS990/OccupancyGrp/ProgramServicesAmt0132668
IRS990/OccupancyGrp/TotalAmt0134626
IRS990/OfficeExpensesGrp/FundraisingAmt064
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025188
IRS990/OfficeExpensesGrp/ProgramServicesAmt079394
IRS990/OfficeExpensesGrp/TotalAmt0104646
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0718853
IRS990/OtherAssetsTotalGrp/EOYAmt0716681
IRS990/OtherChangesInNetAssetsAmt0-4032
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2EDUCATION
IRS990/OtherExpensesGrp/FundraisingAmt0111
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010378
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11264
IRS990/OtherExpensesGrp/ProgramServicesAmt057434
IRS990/OtherExpensesGrp/ProgramServicesAmt143072
IRS990/OtherExpensesGrp/ProgramServicesAmt22735
IRS990/OtherExpensesGrp/TotalAmt057434
IRS990/OtherExpensesGrp/TotalAmt153561
IRS990/OtherExpensesGrp/TotalAmt23999
IRS990/OtherLiabilitiesGrp/BOYAmt0266566
IRS990/OtherLiabilitiesGrp/EOYAmt0308648
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt092
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt092
IRS990/OtherRevenueTotalAmt092
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0265705
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0892729
IRS990/OtherSalariesAndWagesGrp/TotalAmt01158434
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0261
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024395
IRS990/PayrollTaxesGrp/ProgramServicesAmt097763
IRS990/PayrollTaxesGrp/TotalAmt0122419
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03522
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt069468
IRS990/PensionPlanContributionsGrp/TotalAmt072990
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt055295
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0193217
IRS990/PrincipalOfficerNm0WINIFRED M BERON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1621500
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL BASED HEALTH CARE
IRS990/ProgramServiceRevenueGrp/Desc1PHYSICIAN BILLING SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0284602
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt136050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0284602
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt136050
IRS990/ProgSrvcAccomActy2Grp/Desc0MANAGEMENT SERVICES SUPPORT PHYSICIANS IN THE GREATER NEW ORLEANS AREA AND BEYOND. SERVICES OFFERED HELP REDUCE LABOR-INTENSIVE PROJECTS PERFORMED BY OFFICE MANAGERS AND STAFF AND ALLOW FOR MEDICAL PRACTICES TO FOCUS ON PROVIDING QUALITY HEALTHCARE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0112843
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt036050
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER SERVICES PERFORMED AND EXPENSES INCURRED IN CONNECTION WITH THE PROMOTION OF HEALTH OF PERSONS WITHIN THE FOUNDATION'S SERVICE AREA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02052071
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01250145
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER SERVICES PERFORMED AND EXPENSES INCURRED IN CONNECTION WITH THE PROMOTION OF HEALTH OF PERSONS WITHIN THE FOUNDATION'S SERVICE AREA.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0285390
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01335779
IRS990/PYInvestmentIncomeAmt01250107
IRS990/PYOtherExpensesAmt01415535
IRS990/PYOtherRevenueAmt04471
IRS990/PYProgramServiceRevenueAmt0276788
IRS990/PYRevenuesLessExpensesAmt0-3063216
IRS990/PYSalariesCompEmpBnftPaidAmt02128658
IRS990/PYTotalExpensesAmt04879972
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01816756
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01004924
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt02000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0284602
IRS990ScheduleA/HospitalInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01553029
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0762740
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02315769
IRS990ScheduleD/EquipmentGrp/BookValueAmt012162
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019289
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt031451
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0298601
IRS990ScheduleD/ExpensesSubtotalAmt04543418
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0298601
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0298601
IRS990ScheduleD/LandGrp/BookValueAmt02016490

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,482,931
Liabilities
$688,176
Net assets
$88,794,755
Revenue
$5,846,943
Expenses
$4,842,019
Net income
$1,004,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.0$0.68$73.3$3.81$5.28$1.46
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.8$0.75$73.0$4.38$5.35$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.9$1.00$69.9$2.33$5.36$3.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$0.82$69.5$5.88$4.77$1.11
2021Detailed filing. Detailed filing data is available for this year.$89.5$0.69$88.8$5.85$4.84$1.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.5$0.69$88.8$5.85$4.84$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.8$0.97$70.8$1.82$4.88$3.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.5$0.77$74.7$2.79$4.75$1.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.6$0.48$75.1$7.89$4.54$3.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$0.72$75.1$4.92$4.36$0.56
2016Detailed filing. Detailed filing data is available for this year.$72.6$0.95$71.7$2.03$4.68$2.65
2015Detailed filing. Detailed filing data is available for this year.$75.4$0.72$74.7$5.16$4.93$0.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$0.85$80.0$3.80$4.63$0.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.8$1.34$74.4$4.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.7$1.98$71.7$5.22
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.1$2.80$79.3$4.91
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.4$4.83$68.5$5.00